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Moving rows to another sheet - Admin access
I have a very simple task list sheet. No timelines, dependencies, Gantt, %complete - just a list of tasks with status, priority and similar. When I set the Status column to "Complete", I want to (manually) move that row to an archive table with the same column set. A popup box says I need Admin access to move rows. I have…
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Data Mesh & Automated Sheet
I have a reference sheet that is connected to a more widely shared "Active Projects" sheet via data mesh. The reference sheet was created to be able to edit rows of the same project type in one sheet rather than dig through all active projects to make updates. The "Active Projects" sheet has an automation to be added to a…
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Templates
Just watched a training video , and he showed a template(s) named "Weekly Task List Template " and "Daily Task Manager " cannot locate this group of templates anywhere ?
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Daily Automations
Are automations set to daily, based on only EOD data or compile all the triggers and send together at EOD? I'm looking for only EOD data and now sure how to get only that in my sheet.
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Connecting Automation to conditional formatting
I am trying to figure out a way to attach automation to conditional formatting. For example, I have 4 columns, with the last one being a checkbox or another standardized trigger. I want to send out a notification that a row has been added, only when the checkbox in the last column is clicked. I set that up already because…
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Weekly/Monthly Status Reports
Hello smarties! I hope you all are doing well. I have a new situation that I wanted to start with you all to see how you would handle. I have a new situation where we need to supply a Weekly/Monthly Status Report. I know that I could build this in a dashboard (I also plan to do this) however is there a way to "save" or…
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Workflow weirdness - auto updating a Status
I'm experiencing something strange in a worksheet that has an item copied from one worksheet to another. The Status for the row that is copied into a worksheet is being updated to a "Work Denied" Status, but I DO NOT have any automation setup to do this. Is this a bug, or is there something I should check that I'm not…
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Mysterious Date Changes... Dependencies and edays?
Hello, I've had a few users reach out to me today about seeing changes to their project plans, but no one went in to change dates. The activity log was clear of anyone specifically doing anything to affect the start and end dates. The recent user, after investigating her plan, had a predecessor (our dependency column) that…
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Anyone have a BRD Template?
Looking for a BRD template that someone may have built and wants to share.
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Requesting Status
I am an owner and an admin. Why can i not request status?